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Financial Advisors in Nevada
3,189 Results
Unclaimed

THE Wealth Consulting Group

location

LAS VEGAS, NV

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Steven Herwig is a financial advisor with over 23 years of experience in the financial services industry. Aaron is currently registered with The Wealth Consulting Group and has also been registered with other firms in the past, including Waddell & Reed, Ameriprise Financial Services, Inc., and Wachovia Securities, LLC. Aaron holds multiple licenses and certifications, including the Series 63, Series 65, Series 7, and SIE exams. Aaron specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

LAS VEGAS, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Horner is a financial advisor with over 10 years of experience in the industry. Aaron is registered with LPL Financial LLC and has been with the firm since May 2024. Previously, Aaron worked with LINCOLN FINANCIAL SECURITIES CORPORATION. Aaron specializes in providing financial planning, consulting, and portfolio management services to individuals, businesses, and non-profit organizations. Aaron holds Series 7, 65, and 66 licenses, and has been recognized for his expertise in these areas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Fidelity Personal AND Workplace Advisors

location

LAS VEGAS, NV

experience

7 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Aaron Jacoby is a financial advisor with Fidelity Personal and Workplace Advisors. He provides financial planning, educational seminars, and portfolio management services to individuals and businesses. Aaron has been in the industry since 2017 and has a Series 7, Series 66, and SIE license. He is registered in 53 states and the District of Columbia. He is also a licensed investment advisor representative in Nevada and Texas.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

ELKO, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Hull is an Investment Advisor Representative registered with Edward Jones. Aaron has been in the financial services industry since February 8, 2018 and is currently registered with the state of Nevada and Texas. Aaron has passed the Series 66, Series 7, and the Securities Industry Essentials Examination. The firm's main office is located in St. Louis, Missouri. The firm has approximately $10 billion - $50 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Nylife Securities LLC

location

RENO, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Serrano is a registered representative in California and Nevada. Aaron is currently registered with Nylife Securities LLC and has been in the industry since October 13, 2018. Aaron has passed the Series 6, Series 63 and SIE exams. Aaron was previously registered with WELLS FARGO CLEARING SERVICES, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

HENDERSON, NV

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Darick Roques is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Aaron has been in the industry since 1999 and holds licenses for both Broker-Dealer and Investment Advisor. Aaron has worked with a number of different firms, including UBS Financial Services Inc and Prudential Securities Incorporated. Aaron has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

LAS VEGAS, NV

experience

24 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Aaron Phillip Tellez is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Las Vegas, Nevada. Aaron has been in the financial services industry since October 12, 2000. Aaron is a Certified Financial Planner and holds Series 7, Series 10, Series 24, Series 31, Series 63, and Series 65 licenses. Aaron's areas of specialization include retirement planning, college savings, and investment management. Aaron has a strong commitment to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Bangerter Financial Services, Inc.

location

Boulder City, NV

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Oborn is an Investment Advisor Representative associated with Bangerter Financial Services, Inc. Aaron holds Series 7, 63 and 66 securities licenses as well as the SIE exam. Aaron has been in the securities industry for 7 years and is active in both California and Nevada. Aaron specializes in providing financial planning services to individuals and families, as well as pension consulting for businesses. Aaron is also a commercial real estate broker with ReMax Commercial Solutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Northwestern Mutual Investment Services, LLC

location

Las Vegas, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Brandon Pickett is a financial professional registered in Nevada and several other states. Aaron has held a Series 63, Series 6TO, and SIE licenses. He is currently employed with Northwestern Mutual Investment Services, LLC. Aaron has been in the financial industry since February 2024.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

PFS Investments Inc.

location

SPARKS, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aaron McDowell is a financial professional with PFS Investments Inc. Aaron has been in the industry since March 30, 2023. Aaron holds Series 63, Series 6TO and SIE licenses and is registered with the state of Nevada. Aaron's office is located at 1855 SULLIVAN LN SUITE 250-B, SPARKS, NV 89431.

SPECIALIZATIONS

No specializations listed.

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